Supervisor, Client Administration jobs in United States
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Hancock Whitney · 9 hours ago

Supervisor, Client Administration

Hancock Whitney is a financial institution seeking a Supervisor of Client Administration to oversee the daily performance of a team while providing support to Relationship Managers. The role combines leadership, operational management, and advanced client service expertise, with responsibilities including team supervision, client issue resolution, and process improvements.

BankingFinancial Services

Responsibilities

Supervise and mentor a team of Commercial Client Administrators, ensuring efficient operations and adherence to policies and regulations
Manage team workloads, providing training, guidance, and performance feedback
Serve as an escalation point for complex client issues and high-value transactions
Oversee and ensure the accuracy of loan documentation, using platforms such as nCino and Salesforce
Partner with Relationship Managers to identify and support cross-selling opportunities, participating in joint client calls and Relationship Reviews
Monitor and manage client account activities, addressing risks and discrepancies proactively
Lead fraud resolution efforts, assisting with red flag monitoring and Enhanced Due Diligence forms
Drive process improvements to enhance team productivity and client satisfaction
Prepare and present reports on team performance and client service metrics
Recruit, onboard, and train new team members as needed

Qualification

Loan documentationNCinoSalesforceBanking operationsClient serviceMicrosoft Office SuiteLeadershipOrganizational skills

Required

Bachelor's degree in business, finance, or related field preferred
7+ years of experience in a commercial lending or client support function, with at least 2 years in a supervisory role
Extensive knowledge of loan documentation, financial statements, and banking operations
Proficient in banking systems, including nCino and Salesforce, and Microsoft Office Suite
Excellent leadership, organizational, and client service skills
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions

Company

Hancock Whitney

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Hancock Whitney is offers a wide array of banking and financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Mike Achary
CFO
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Shane Loper
Chief Operating Officer
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Company data provided by crunchbase